Blogs
Read with
Dawie Bester
Working through cancer: Support today, financial confidence for tomorrow
Read with
Wilma Van Aswegen
Retirement planning: when the maths doesn’t math
Financial Planning
Six ways to refresh your finances this festive season
Give your finances a festive refresh. Reflect on your goals, review your budget, check your credit health and get organised. With the right guidance, you can enter 2026 feeling clear, confident and financially energised.
Financial Planning
Beat burnout, bag bargains: smart spending secrets for the festive season
As the year ends, many South Africans feel burnout and festive spending pressure. Avoid emotional buys by knowing your triggers, checking your credit, and sticking to a budget. Stay mindful so the holidays bring peace, not money stress.
Insurance
Car accident? Don’t miss these important next steps
After a car accident, stay calm and document everything: take wide-angle and close-up photos, gather driver, witness, and insurance details, contact your insurer immediately, and seek a specialised attorney if injuries occur.
Financial Planning
Five tips to help you avoid financial sabotage this year-end
Year-end spending can derail your financial goals. These five tips - plan ahead, budget, avoid bad debt, delay gratification, and prioritise saving - can help you stay on track and work towards lasting financial freedom.
Financial Planning
Year-end Holiday Checklist
Heading off on holiday? Use a simple checklist to travel with peace of mind. Confirm arrangements, secure your home, pack smart, check your cards and documents and return home to comfort, not chaos.
Financial Planning
Enter the festive season with financial confidence
Stay in control this festive season by planning early, setting boundaries and spending wisely. Avoid debt, use rewards, track your habits and make smart choices so you can celebrate with confidence and start the new year stress-free.
Sanlam Reality
8 Ways to make your small business more distinctive #Entrepreneurship
Standing out is key for small businesses to attract attention and build loyal client relationships. By highlighting unique strengths and offering exceptional value, you can differentiate your brand and create deeper connections with your audience.
Retirement
Pension interest and marital regimes – what to know
Divorce can affect how retirement savings are divided, depending on your marital regime. Knowing how civil, customary, or religious marriages impact pension interest ensures you and your spouse are treated fairly and your assets are protected.
Financial Planning
Will you really be saving money on Black Friday?
Black Friday may look like the best time to shop, but inflated prices, interest costs, and distractions can derail your budget. Get practical tips to help you spot real deals, avoid debt, and spend with confidence this season.
Investments
Financially confident youth: Africa's greatest investment
Financial confidence helps Africa’s youth turn potential into progress. See how families can build resilience, skills, and secure futures—start shaping tomorrow today.
Financial Planning
Mid-year / Annual Checklist - when meeting your financial adviser
Prepare before meeting your financial adviser to make the most of your session. Bring key questions, review your will, portfolio, and financial plan, and gain clarity, peace of mind, and guidance to reach your goals.
Financial Planning
How to impart financial wisdom to the next generation
Impart financial wisdom to the next generation with practical habits, open conversations, and smart planning tools that build confident money choices
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